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Portfolio (Quarterly) Guide ↗

DiNuzzo Private Wealth, Inc.

· CIK 0001994563
13F Portfolio $1.0B AUM 1,351 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 56 New 318 Added 326 Reduced 76 Exited
Page 6 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CNP CENTERPOINT ENERGY INC Utilities 77.0 $3K -4.0 -4.9% $44.05 -8.5%
102 DLTR DOLLAR TREE INC Consumer Defensive 27.0 $3K -2.0 -6.9% $120.96 +5.8%
103 AKAM AKAMAI TECHNOLOGIES INC Technology 27.0 $3K -1.0 -3.6% $118.22 -7.2%
104 ALLY ALLY FINL INC Financial Services 68.0 $3K -2.0 -2.9% $45.96 -7.3%
105 ADSK AUTODESK INC Technology 16.0 $3K -4.0 -20.0% $194.44 +29.7%
106 SOFI SOFI TECHNOLOGIES INC Financial Services 171.0 $3K -2.0 -1.2% $17.94 -0.3%
107 A AGILENT TECHNOLOGIES INC Healthcare 23.0 $3K -2.0 -8.0% $132.87 +18.4%
108 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 12.0 $3K -2.0 -14.3% $250.00 -4.2%
109 CHTR CHARTER COMMUNICATIONS INC Communication Services 20.0 $3K -8.0 -28.6% $142.25 +4.5%
110 PRI PRIMERICA INC Financial Services 10.0 $3K -1.0 -9.1% $284.20 +5.4%
111 OKTA OKTA INC Technology 20.0 $3K -2.0 -9.1% $136.45 -2.3%
112 ULTA ULTA BEAUTY INC Consumer Cyclical 6.0 $3K -2.0 -25.0% $451.00 +14.3%
113 MILLROSE PPTYS INC 90.0 $3K -24.0 -21.1% $30.06
114 PPL PPL CORP Utilities 73.0 $3K -4.0 -5.2% $36.36 -2.5%
115 FNF FIDELITY NATL FINL INC Financial Services 54.0 $3K -9.0 -14.3% $47.17 +1.3%
116 SNOW SNOWFLAKE INC Technology 10.0 $3K -2.0 -16.7% $254.50 +25.6%
117 CSL CARLISLE COS INC Industrials 7.0 $3K -4.0 -36.4% $362.86 -1.5%
118 ARMK ARAMARK Industrials 44.0 $3K -1.0 -2.2% $56.91 +5.0%
119 MTG MGIC INVT CORP WIS Financial Services 88.0 $2K -1.0 -1.1% $28.20 +10.0%
120 DINO HF SINCLAIR CORP Energy 35.0 $2K -1.0 -2.8% $69.66 +33.3%
Page 6 of 17  ·  326 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.9%
Financial Services 19.2%
Consumer Cyclical 12.5%
Industrials 7.7%
Energy 5.9%
Communication Services 4.5%
Utilities 3.9%
Healthcare 3.4%
Consumer Defensive 1.9%
Basic Materials 1.1%